Management Reporting and Dashboards

Online-Event: January 19, 2021 02:00 PM

In this webinar, we'll show you where to find pertinent management reports and dashboards such as Client Profit & Loss, Gross Income and more! We'll also give you an overview of each one. 

Sessions last between 45 minutes and 1 hour with a 15-minute Q&A. All events are scheduled for 2 PM EST.

IMPORTANT FEE INFORMATION

This event is free for Premium Content members. A single registration can be shared with your entire agency. If you miss the event, you can view it any time from the User Community website at usercommunity.gotoadvantage.com.

This event is $75.00 per agency for non-Premium Content members. A single registration can be shared with your entire agency. An invoice will be sent to your accounting department after the event and only if you attend. Note that if you are not a Premium Content member, you will not have access to view the recorded video later.

To become a Premium Content member or check to see if your agency is a member, contact us via Email at usercommunity@gotoadvantage.com

Register for Webinar